Financial Consultant Job at New York Life - Tim Choi, Los Angeles, CA

VzQ4eEdjSkpYS0hLVlRvQnRVekQ3cHJh
  • New York Life - Tim Choi
  • Los Angeles, CA

Job Description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities:

  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
About Company: New York Life is the third-largest life insurance company and the largest mutual life insurance company in the United States, and is ranked #71 on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.

Job Tags

Start working today, Work at office,

Similar Jobs

Fendi

Visual Merchandising Manager Job at Fendi

The Visual Merchandising Manager at Fendi in Miami will oversee visual merchandising across full-price and outlet locations, ensuring the execution of brand guidelines and store standards. Responsibilities include strategic planning, managing visual strategies, and training... 

Mightyfly

Airframe Mechanical Engineer — eVTOL & FAA Certification Job at Mightyfly

 ...Mechanical Engineering, CAD proficiency, and relevant experience. You will work in a fast-paced team, rapidly prototype designs, and document for FAA certification. This position offers a collaborative environment with a focus on creativity and teamwork. #J-18808-Ljbffr... 

People Conquest

Head Waiters Job at People Conquest

PEOPLECONQUEST RH: Were making recruitment process for OCEAN company: Head Waiters Mandatory: Ship Experience or international experience;; English fluence; European citizen(mandatory); Place of work: onboard a cruise ship.

Alpin Haus

Forklift Operator Job at Alpin Haus

Do you enjoy working outdoors? How about general maintenance duties and cleaning? The Porter is responsible for the safe moving and transport of the Company's and customers recreational vehicles and other equipment both on the property and occasionally over the road....

99 Highway 37 West

Mental Health Screener Job at 99 Highway 37 West

 ...Job Title: Mental Health Screener Location: Community Medical Center Department: Emergency Screening Req#: 0000198189 Status: Per Diem Shift: Night Pay Range: $32.14 - $32.14 per hour Pay Transparency: The above reflects the anticipated hourly wage...